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Invesco Dorsey Wright Momentum ETF

199 hedge funds and large institutions have $714M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

35% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 66

56% less call options, than puts

Call options by funds: $684K | Put options by funds: $1.55M

Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$684K
Puts
$1.55M
Net Calls
Net Calls Change

Top Buyers

1 +$2.71M
2 +$2.11M
3 +$1.63M
4
Goldman Sachs
Goldman Sachs
New York
+$1.11M
5
FTUS
Flow Traders U.S.
New York
+$1.02M

Top Sellers

1 -$19.1M
2 -$6.76M
3 -$6.17M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.43M
5
LPL Financial
LPL Financial
California
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$281K
NL
127
NWAM LLC
Washington
$266K
WF
128
Welch & Forbes
Massachusetts
$263K
SWM
129
Spire Wealth Management
Virginia
$263K
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$256K
HighTower Advisors
131
HighTower Advisors
Illinois
$250K
PRTG
132
Post Resch Tallon Group
New York
$244K
SA
133
Shilanski & Associates
Alaska
$241K
Citigroup
134
Citigroup
New York
$238K
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
$238K
SMC
136
Smith, Moore & Co
Missouri
$231K
HT
137
Heritage Trust
Oklahoma
$227K
DIM
138
Delta Investment Management
California
$225K
AWM
139
Affinity Wealth Management
Delaware
$223K
KFGK
140
Keystone Financial Group (Kentucky)
Kentucky
$223K
IWM
141
IHT Wealth Management
Illinois
$219K
CA
142
CWC Advisors
Oregon
$218K
MCP
143
Mirador Capital Partners
California
$217K
VCP
144
Vista Capital Partners
Oregon
$217K
VWA
145
Visionary Wealth Advisors
Illinois
$212K
TWM
146
Trueblood Wealth Management
Ohio
$207K
Kovitz Investment Group Partners
147
Kovitz Investment Group Partners
Illinois
$200K
BTD
148
BankPlus Trust Department
Mississippi
$199K
HIA
149
Harbor Investment Advisory
Maryland
$194K
AssetMark Inc
150
AssetMark Inc
California
$193K